Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

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Month: October 2014

Jason Macgregor portfolio manager, financial advisor

Is your investment strategy based on a solid plan or hope?

October 28, 2014 mmwealth 0

Is your investment strategy based on a solid plan or hope? In mid-October a client called in a slight state of alarm to discuss the […]

What Clients are Saying

“Thank you so much for the very thoughtful retirement gift! That was very sweet of you! 🙂

I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!” – Jim & Amy

Upcoming Events

  • September 5, 2022
    • - Labor Day - Office Closed- Labor Day - Office ClosedMarket Closed
  • September 20, 2022
    • Medicare Planning Webinar
      12:00 pm - 1:00 pm
      Medicare Planning WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • September 22, 2022
    • Medicare Planning Webinar
      5:00 pm - 6:00 pm
      Medicare Planning WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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